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Rockwater Hedge, LLC (Newport Beach)


Rockwater Hedge, LLC is a large advisory firm based in Newport Beach. It manages $27.79 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Rockwater Hedge provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rockwater Hedge: assets under management

The assets under management (AUM) of Rockwater Hedge, LLC is $27.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 826% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rockwater Hedge, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Beck Trustee 1 Nov 1999 50% - 75% 5104731
Susan Beck Trustee 1 Nov 1999 50% - 75% 5104885
William David Beck Trustee 1 Nov 1999 50% - 75% 5104731

Based in Newport Beach

The principal office where Rockwater Hedge, LLC performs its advisory services is located at 620 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-721-5550 or by fax 949-721-5554. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.rhedge.net.


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